> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryzuko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Zuko as an Agentic CRM

This guide explains how to use Zuko as an **agentic CRM**, combining CRM data with AI chat.

## Working with CRM entities

### Contacts

People you interact with. Create and manage contacts through the web app — names, emails, associated companies, and deal history are all available as agent context.

### Companies

Organizations associated with contacts and deals. Attach a company to a conversation to let the agent reason about the account as a whole.

### Deals

Sales opportunities tied to contacts and companies. The agent can discuss deal details, stage, and next steps when a deal is attached to the chat.

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## Chat with context

The chat experience becomes much more powerful when you attach CRM context before sending a message.

### Attaching context

* Attach a **contact** so the agent can answer questions about that person
* Attach a **deal** so the agent can discuss deal details and next steps
* Attach a **company** so the agent can reason about the account as a whole

When context is attached, the backend includes it in the prompt so responses stay grounded in real customer data.

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## Example workflows

### Prepare for a call

Attach a contact and company, then ask the agent for a summary of recent interactions and open deals.

### Update follow-ups

After a conversation, ask the agent to summarize next steps and reflect them into deals or notes.

### Pipeline review

Use chat to ask questions like "Which deals are closest to closing this month?" while viewing the deals UI.